0001221073-20-000106.txt : 20200514 0001221073-20-000106.hdr.sgml : 20200514 20200514141532 ACCESSION NUMBER: 0001221073-20-000106 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200514 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200514 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Resonant Capital Advisors, LLC CENTRAL INDEX KEY: 0001803236 IRS NUMBER: 830908962 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20156 FILM NUMBER: 20876940 BUSINESS ADDRESS: STREET 1: 33 EAST MAIN STREET STREET 2: SUITE 440 CITY: MADISON STATE: WI ZIP: 53703 BUSINESS PHONE: (608) 733-6220 MAIL ADDRESS: STREET 1: 33 EAST MAIN STREET STREET 2: SUITE 440 CITY: MADISON STATE: WI ZIP: 53703 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001803236 XXXXXXXX 03-31-2020 03-31-2020 Resonant Capital Advisors, LLC

33 EAST MAIN STREET SUITE 440 MADISON WI 53703

13F HOLDINGS REPORT 028-20156 N Benjamin Dickey 608 733-6220 /s/ Benjamin Dickey Madison WI 05-13-2020 0 188 274374 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y10111198197SHSOLE 819700ABBOTT LABSCOM00282410079110023SHSOLE 1002300ABBVIE INCCOM00287Y1096688772SHSOLE 877200ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A10427117890SHSOLE 1789000ACCENTURE PLC IRELANDSHS CLASS AG1151C101204912548SHSOLE 1254800ADOBE INCCOM00724F101217682SHSOLE 68200ALPHABET INCCAP STK CL A02079K305579498SHSOLE 49800ALPHABET INCCAP STK CL C02079K10721371838SHSOLE 183800ALPS ETF TRALERIAN MLP00162Q8664112000SHSOLE 1200000AMAZON COM INCCOM02313510621451100SHSOLE 110000AMERICAN EXPRESS COCOM0258161093584187SHSOLE 418700AMERICAN FINL GROUP INC OHIOCOM0259321045487822SHSOLE 782200AMGEN INCCOM03116210017668713SHSOLE 871300AMPHENOL CORP NEWCL A0320951014105627SHSOLE 562700ANALOG DEVICES INCCOM032654105146616354SHSOLE 1635400APPLE INCCOM037833100428716858SHSOLE 1685800ARCH CAP GROUP LTDORDG0450A10569124266SHSOLE 2426600AT&T INCCOM00206R10229710180SHSOLE 1018000AUTOMATIC DATA PROCESSING INCOM053015103168812347SHSOLE 1234700AUTOZONE INCCOM053332102546645SHSOLE 64500AXALTA COATING SYS LTDCOMG0750C10841524027SHSOLE 2402700BECTON DICKINSON & COCOM07588710916837326SHSOLE 732600BERKLEY W R CORPCOM0844231024438498SHSOLE 849800BERKSHIRE HATHAWAY INC DELCL B NEW084670702252713819SHSOLE 1381900BIOGEN INCCOM09062X1034001264SHSOLE 126400BLACKROCK INCCOM09247X101256582SHSOLE 58200BOEING COCOM09702310513208853SHSOLE 885300BOOZ ALLEN HAMILTON HLDG CORCL A0995021062824112SHSOLE 411200BRISTOL-MYERS SQUIBB COCOM110122108105518935SHSOLE 1893500BROOKFIELD ASSET MGMT INCCL A LTD VT SH11258510474016719SHSOLE 1671900BROWN & BROWN INCCOM11523610166118236SHSOLE 1823600BROWN FORMAN CORPCL B1156372092805043SHSOLE 504300CARMAX INCCOM1431301024658636SHSOLE 863600CDW CORPCOM12514G1086607074SHSOLE 707400CHEVRON CORP NEWCOM166764100144719963SHSOLE 1996300CISCO SYS INCCOM17275R102164641866SHSOLE 4186600CITRIX SYS INCCOM1773761004943489SHSOLE 348900COMCAST CORP NEWCL A20030N1013429934SHSOLE 993400COPART INCCOM2172041066269141SHSOLE 914100COSTCO WHSL CORP NEWCOM22160K10517136009SHSOLE 600900CVS HEALTH CORPCOM126650100174129352SHSOLE 2935200DANAHER CORPORATIONCOM235851102211515283SHSOLE 1528300DEVON ENERGY CORP NEWCOM25179M10317725577SHSOLE 2557700DISNEY WALT COCOM DISNEY254687106161416703SHSOLE 1670300DOCUSIGN INCCOM256163106164917849SHSOLE 1784900DOLLAR GEN CORP NEWCOM256677105194112855SHSOLE 1285500DOLLAR TREE INCCOM2567461087329963SHSOLE 996300EBAY INCCOM278642103136545418SHSOLE 4541800EDWARDS LIFESCIENCES CORPCOM28176E1084062155SHSOLE 215500ELANCO ANIMAL HEALTH INCCOM28414H10336916477SHSOLE 1647700ENERGY TRANSFER LPCOM UT LTD PTN29273V1006313762SHSOLE 1376200EXACT SCIENCES CORPCOM30063P1055309130SHSOLE 913000EXELIXIS INCCOM30161Q10427015663SHSOLE 1566300EXPEDITORS INTL WASH INCCOM3021301094316460SHSOLE 646000EXXON MOBIL CORPCOM30231G10297925785SHSOLE 2578500FACEBOOK INCCL A30303M1022321390SHSOLE 139000FASTENAL COCOM31190010454617486SHSOLE 1748600FISERV INCCOM3377381082812956SHSOLE 295600FLOOR & DECOR HLDGS INCCL A3397501012327216SHSOLE 721600GARTNER INCCOM3666511072662667SHSOLE 266700GENERAL ELECTRIC COCOM36960410312515790SHSOLE 1579000GLACIER BANCORP INC NEWCOM37637Q10539411577SHSOLE 1157700HOME DEPOT INCCOM43707610212396636SHSOLE 663600IHS MARKIT LTDSHSG4756710574312375SHSOLE 1237500INTEL CORPCOM458140100210038799SHSOLE 3879900INVESCO EXCH TRD SLF IDX FDBULSHS 2020 CB46138J502159475887SHSOLE 7588700INVESCO EXCH TRD SLF IDX FDBULSHS 2021 CB46138J70085340681SHSOLE 4068100INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEV46137V3087442153576SHSOLE 15357600INVESCO EXCHANGE TRADED FD TFTSE RAFI 100046137V613629968139SHSOLE 6813900INVESCO EXCHANGE TRADED FD TFTSE RAFI 150046137V597195021803SHSOLE 2180300INVESCO EXCHANGE-TRADED FD TFTSE RAFI DEV46138E743233576969SHSOLE 7696900INVESCO EXCHANGE-TRADED FD TS&P 500 REVENUE46138G6984942112541SHSOLE 11254100INVESCO EXCHANGE-TRADED FD TS&P MDCP 400 REV46138G6724233102999SHSOLE 10299900INVESCO EXCHANGE-TRADED FD TS&P SMALLCAP 60046138G664151936212SHSOLE 3621200INVESCO QQQ TRUNIT SER 146090E10311966279SHSOLE 627900ISHARES GOLD TRUSTISHARES46428510526917837SHSOLE 1783700ISHARES INCCORE MSCI EMKT46434G103237358648SHSOLE 5864800ISHARES INCMSCI PAC JP ETF46428666591627000SHSOLE 2700000ISHARES TRCORE MSCI EAFE46432F842463692917SHSOLE 9291700ISHARES TRCORE S&P MCP ETF464287507689247908SHSOLE 4790800ISHARES TRCORE S&P SCP ETF464287804490987481SHSOLE 8748100ISHARES TRCORE S&P500 ETF4642872001042140330SHSOLE 4033000ISHARES TRIBONDS DEC20 ETF46434VAQ3120347701SHSOLE 4770100ISHARES TRIBONDS DEC21 ETF46434VBK5176471569SHSOLE 7156900ISHARES TRIBONDS DEC22 ETF46434VBA7156463077SHSOLE 6307700ISHARES TRIBONDS DEC23 ETF46434VAX880031991SHSOLE 3199100ISHARES TRIBONDS SEP202046434V57148619140SHSOLE 1914000ISHARES TRMSCI EAFE ETF464287465155529081SHSOLE 2908100ISHARES TRMSCI EMG MKT ETF46428723476322349SHSOLE 2234900ISHARES TRRUS 1000 GRW ETF4642876148345539SHSOLE 553900ISHARES TRRUS 1000 VAL ETF4642875985935982SHSOLE 598200ISHARES TRSELECT DIVID ETF4642871686088274SHSOLE 827400J P MORGAN EXCHANGE-TRADED FULTRA SHRT INC46641Q8379540192068SHSOLE 19206800JOHNSON & JOHNSONCOM478160104238318169SHSOLE 1816900JPMORGAN CHASE & COCOM46625H100207623062SHSOLE 2306200KEMPER CORP DELCOM4884011003614860SHSOLE 486000KEYSIGHT TECHNOLOGIES INCCOM49338L1032763300SHSOLE 330000KIMBERLY CLARK CORPCOM4943681035103991SHSOLE 399100KROGER COCOM501044101143047489SHSOLE 4748900LABORATORY CORP AMER HLDGSCOM NEW50540R4095013960SHSOLE 396000LAM RESEARCH CORPCOM5128071082581074SHSOLE 107400LIBERTY BROADBAND CORPCOM SER C5303073058077289SHSOLE 728900LILLY ELI & COCOM5324571083262353SHSOLE 235300LINDE PLCSHSG5494J10312517231SHSOLE 723100LOWES COS INCCOM548661107101011741SHSOLE 1174100LULULEMON ATHLETICA INCCOM5500211094262250SHSOLE 225000MARKEL CORPCOM570535104881950SHSOLE 95000MCDONALDS CORPCOM58013510115839571SHSOLE 957100MCKESSON CORPCOM58155Q103176313031SHSOLE 1303100MERCK & CO. INCCOM58933Y1052853709SHSOLE 370900METHODE ELECTRS INCCOM591520200137652050SHSOLE 5205000MGE ENERGY INCCOM55277P1044446785SHSOLE 678500MICROSOFT CORPCOM594918104409725978SHSOLE 2597800MICROSOFT CORPCOM5949181043100SHCallSOLE 10000MITSUBISHI UFJ FINL GROUP INSPONSORED ADS6068221045113985SHSOLE 1398500NETFLIX INCCOM64110L106223594SHSOLE 59400NEWMARKET CORPCOM6515871074961295SHSOLE 129500NIKE INCCL B6541061033564306SHSOLE 430600NOBLE ENERGY INCCOM65504410518931288SHSOLE 3128800NORTHERN TR CORPCOM665859104126916821SHSOLE 1682100NOVARTIS A GSPONSORED ADR66987V1092292783SHSOLE 278300O REILLY AUTOMOTIVE INC NEWCOM67103H1076052009SHSOLE 200900OMNICOM GROUP INCCOM68191910672813254SHSOLE 1325400ORACLE CORPCOM68389X105181137472SHSOLE 3747200PALO ALTO NETWORKS INCCOM6974351053832333SHSOLE 233300PAYPAL HLDGS INCCOM70450Y103135514151SHSOLE 1415100PEPSICO INCCOM713448108208017316SHSOLE 1731600PFIZER INCCOM717081103228269925SHSOLE 6992500PNC FINL SVCS GROUP INCCOM693475105143114954SHSOLE 1495400PROCTER & GAMBLE COCOM742718109130811893SHSOLE 1189300PROGRESSIVE CORP OHIOCOM743315103232231442SHSOLE 3144200PROSHARES TRS&P 500 DV ARIST74348A4672504329SHSOLE 432900QUALCOMM INCCOM747525103182226929SHSOLE 2692900REINSURANCE GRP OF AMERICA ICOM NEW7593516045176149SHSOLE 614900RLI CORPCOM7496071074785438SHSOLE 543800ROSS STORES INCCOM7782961035896774SHSOLE 677400SCHLUMBERGER LTDCOM806857108114084492SHSOLE 8449200SCHWAB STRATEGIC TRINTRM TRM TRES8085248546331107707SHSOLE 10770700SCHWAB STRATEGIC TRSCHWAB FDT US LG8085247718680277049SHSOLE 27704900SCHWAB STRATEGIC TRSCHWAB FDT US SC8085247632595100310SHSOLE 10031000SCHWAB STRATEGIC TRSCHWB FDT EMK LG808524730189091948SHSOLE 9194800SCHWAB STRATEGIC TRSCHWB FDT INT LG8085247554037191957SHSOLE 19195700SCHWAB STRATEGIC TRUS BRD MKT ETF80852410267811224SHSOLE 1122400SCHWAB STRATEGIC TRUS DIVIDEND EQ80852479789819975SHSOLE 1997500SCHWAB STRATEGIC TRUS LRG CAP ETF8085242012043330SHSOLE 333000SELECT SECTOR SPDR TRSBI INT-UTILS81369Y88655410000SHSOLE 1000000SHOPIFY INCCL A82509L107226542SHSOLE 54200SMITH A O CORPCOM8318652092657000SHSOLE 700000SMUCKER J M COCOM NEW832696405139312547SHSOLE 1254700SONY CORPSPONSORED ADR8356993073586043SHSOLE 604300SPDR DOW JONES INDL AVRG ETFUT SER 178467X1097673500SHSOLE 350000SPDR GOLD TRUSTGOLD SHS78463V1072001351SHSOLE 135100SPDR S&P 500 ETF TRTR UNIT78462F103700427175SHSOLE 2717500SPDR S&P MIDCAP 400 ETF TRUTSER1 S&PDCRP78467Y107444216898SHSOLE 1689800SPDR SER TRPORTFOLIO SHORT78464A47443014229SHSOLE 1422900SPDR SER TRPRTFLO S&P500 GW78464A4093259080SHSOLE 908000SPDR SER TRS&P 500 BUYBCK78468R820346969044SHSOLE 6904400SPDR SER TRS&P DIVID ETF78464A7632783485SHSOLE 348500STARBUCKS CORPCOM85524410983812752SHSOLE 1275200STRYKER CORPCOM86366710113908349SHSOLE 834900TE CONNECTIVITY LTDREG SHSH849891043755949SHSOLE 594900THERMO FISHER SCIENTIFIC INCCOM8835561025621983SHSOLE 198300TJX COS INC NEWCOM8725401092655540SHSOLE 554000TORTOISE ENERGY INFRA CORPCOM89147L100448175014SHSOLE 17501400TORTOISE MIDSTRM ENERGY FD ICOM89148B1012023779SHSOLE 2377900TRIMTABS ETF TRALL CAP US FREE89628W3023544116003SHSOLE 11600300TRUIST FINL CORPCOM89832Q10999732318SHSOLE 3231800UNION PAC CORPCOM9078181082311638SHSOLE 163800UNITED STATES OIL FUND LPUNITS91232N10811026100SHSOLE 2610000UNITED TECHNOLOGIES CORPCOM9130171097217639SHSOLE 763900US BANCORP DELCOM NEW90297330475421883SHSOLE 2188300VANGUARD INDEX FDSREAL ESTATE ETF92290855391413087SHSOLE 1308700VANGUARD INDEX FDSS&P 500 ETF SHS92290836313025497SHSOLE 549700VANGUARD INDEX FDSTOTAL STK MKT922908769219817050SHSOLE 1705000VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277576718701SHSOLE 1870100VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF92204285890827062SHSOLE 2706200VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718176022493SHSOLE 2249300VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C409747994557SHSOLE 9455700VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844660563884SHSOLE 6388400VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF92194385850015000SHSOLE 1500000VANGUARD WHITEHALL FDSHIGH DIV YLD92194640682111600SHSOLE 1160000VERIZON COMMUNICATIONS INCCOM92343V104118922124SHSOLE 2212400VISA INCCOM CL A92826C839225013962SHSOLE 1396200WISDOMTREE TREMG MKTS SMCAP97717W281102330966SHSOLE 3096600WISDOMTREE TRFUTRE STRAT FD97717W125271674920SHSOLE 7492000XILINX INCCOM983919101125116047SHSOLE 1604700ZEBRA TECHNOLOGIES CORPCL A9892071053762050SHSOLE 205000ZOETIS INCCL A98978V1035174392SHSOLE 439200